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Nusrat Gulzar
Level 1

Can i schedule a report automatically and save it on particular path in Quickbook Desktop

Can i schedule a report automatically and save it on particular path in Quickbook Desktop

3 Comments 3
GlinetteC
Moderator

Can i schedule a report automatically and save it on particular path in Quickbook Desktop

Yes, you can, Nusrat Gulzar.

 

QuickBooks Desktop has a Scheduled Reports feature that allows you to send reports on a regular and recurring scheduled time. You can set up a scheduled report to automate the task.

 

Some requirements should be met to ensure the report will be sent at the scheduled time. Please check the pointers I've listed below:

 

  • Make sure that the computer you set up the scheduled report on is running and NOT in sleep or hibernate mode.
  • The User Account Control should be turned OFF.
  • QuickBooks Desktop is running.
  • A company file with a scheduled report should be open.
  • If you have scheduled reports on multiple company files, no company file should be opened.
  • The program should be updated to the latest release.
  • Your company file is in single-user mode.
  • Make sure that the Keep QuickBooks running for quick startups option is turned off. Follow these steps to be guided in checking it:

 

  1. Select Edit from the top menu bar.
  2. Choose Preferences.
  3. Go to General, then click the My Preferences tab.
  4. Untick the Keep QuickBooks running for quick startup checkbox.

 

Check this article to learn more about this topic: Set up and modify Scheduled Reports

 

Note that the article is for the US but is applicable for a non-US version of QuickBooks Desktop.

 

You'll want to check this link: Understand reports. This contains a set of articles for your reference in using the report feature in QuickBooks Desktop.

 

If there's anything else you need help with about reports, please add them below. I'm always here to help.

Nusrat Gulzar
Level 1

Can i schedule a report automatically and save it on particular path in Quickbook Desktop

Thanks for the reply.

I am not looking for the email auto scheduler.

I am looking for the scheduler that will store the report in drive path.  

Kevin_C
QuickBooks Team

Can i schedule a report automatically and save it on particular path in Quickbook Desktop

Hello there, @Nusrat Gulzar.

 

Thanks for getting back here. I can share some insight about automatically saving a report in QuickBooks Desktop (QBDT).

 

Currently, the option to auto-save a report on a particular path in QBDT is unavailable. As a workaround, you can look for a third-party app that lets you save your reports automatically.

 

  1. Go to this link: Apps for QuickBooks Desktop.
  2. From there, enter a keyword for the specific app you're looking for in the Search field and click the magnifying glass to search.
  3. Click on the View Profile button to see more details about the software.

 

I can see how this feature would be beneficial for you and your business. Rest assured, our Product Development Team is always looking for ways to enhance QuickBooks to suit the business needs of our users. You'll want to submit your feedback so they can review it and might consider adding this in future updates. Here's how:

 

  1. Click the Help menu located at the top.
  2. Select Send Feedback Online then click Product Suggestion.
  3. Type in your feedback or feature request.
  4. Click the Send Feedback button.

 

Additionally, I've included an article that'll help you keep track of your sales and expenses in QBDT. This helps you focus on the information that matters most to your business: Customize Customer, Job, and Sales Reports.

 

Please know that you're always welcome to post a reply in this thread if you have any other questions about your QBDT account. It's always my pleasure to help you out again. Keep safe!